Helmerich & Payne Analysis

Vitaliy Katsenelson is Chief Investment Officer at
Investment Management Associates in Denver, Colo. He is the
author of Active Value Investing (Wiley, 2007) and The
Little Book of Sideways Markets (Wiley, December 2010). He
writes a monthly column for Institutional Investor

Recent Posts

Not to buy is an active decision. I took a serious look at
Helmerich & Payne and, though we really liked the company, my
conclusion was not to buy the stock at this price (see
analysis). However, this research was not a complete waste
of time, because at a lower price, in the $20-30s, HP looks like
a very interesting opportunity. Click here to download PDF.